Rise Advisors’s Dollar General DG Stock Holding History

Rise Advisors’s Portfolio DG Stock Details DG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-276	Closed	-$28.6K	–	458
2025 Q3	$28.6K	Buy	276 +5	+2%	+$548	0.01%	395
2025 Q2	$31K	Sell	271 -18	-6%	-$1.79K	0.01%	331
2025 Q1	$25.5K	Buy	289 +21	+8%	+$1.59K	0.01%	385
2024 Q4	$20.3K	Sell	268 -156	-37%	-$12.3K	0.01%	643
2024 Q3	$35.8K	Sell	424 -249	-37%	-$27.3K	0.02%	327
2024 Q2	$89K	Sell	673 -27	-4%	-$3.77K	0.05%	161
2024 Q1	$109K	Buy	700 +90	+15%	+$12.8K	0.06%	144
2023 Q4	$83K	Sell	610 -80	-12%	-$9.7K	0.06%	116
2023 Q3	$73K	Sell	690 -302	-30%	-$45K	0.06%	110
2023 Q2	$168K	Sell	992 -20	-2%	-$3.96K	0.13%	73
2023 Q1	$213K	Sell	1,012 -228	-18%	-$51.2K	0.16%	62
2022 Q4	$305K	Sell	1,240 -9	-0.7%	-$2.23K	0.25%	47
2022 Q3	$300K	Buy	1,249 +94	+8%	+$23.2K	0.25%	47
2022 Q2	$283K	Sell	1,155 -32	-3%	-$7.47K	0.29%	46
2022 Q1	$264K	Sell	1,187 -71	-6%	-$15.1K	0.24%	55
2021 Q4	$297K	Buy	+1,258	New	+$278K	0.28%	49

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return